Product Details

CPF Tools is the market-leading platform connecting solar system design, sales, financing, and installation.

Finance comparisons mean more revenue for you.

Stack multiple financing options side-by-side and pick the plan that gives the best investment returns for your customer while optimizing your margins.

Credit prescreen.

Prequalify consumers faster to screen acceptance for financing products. Run a soft pull of the consumer’s credit and instantly get preapproval results.

Finance deal processing.

Worry free, automated processing and execution of the paperwork and requirements for your CPF financed deals.

System Design.

Design the best solar systems for your customers with string sizing, which recommends the right combination of modules, inverters, and strings.

Mobile.

Qualify and capture leads on-the-go. Engage consumers by interactively designing and financing their system right on the iPad.

Professional, branded proposals.

Choose from multiple proposal designs to create detailed ROI, energy, and environmental analysis and customizable content. Generate residential and commercial proposals in under one minute!

Intelligence.

Eliminate errors and manual overhead. Save time when utilities and rates are pre-filled via a customer’s zip code, average monthly bills are automatically converted to kWh, and key bottom-line metrics are displayed at every step of the quote.

Accurate data.

Access the most comprehensive solar industry data, including nationwide utility rates, incentives and rebates, and CEC equipment. Our expert team updates CPF Tools daily, so you don’t have to.

Sales management.

Unparalleled, real-time visibility and control to better manage remote sales teams, measure costs, and profitability and track pipelines.

Customer relationship management.

Make the most of your site visits. Track lead information and status from new lead to close. Quick Quotes instantly qualify your leads by giving them accurate estimates for their solar investment.

Analytics.

Empower each member of your team with a real-time view of your business performance. Sales managers and reps get the insight they need to make smart business decisions and manage their pipeline.

CRM/ERP Integration.

Reduce manual entry and streamline all your data. CPF has a robust set of API’s so you can easily integrate your existing CRM/ERP system or any online application or website.

Support and training.

Premium customer support online or by phone in addition to how-to videos and customized live webinars.